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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,396 | $56,484-37.3% | $169,452-79.1% | $64,173-44.8% |
| Participation rate | 58.0% | 64.5%-6.5pp | 77.8%-19.8pp | 69.6%-11.5pp |
| Annual return | -5.87% | -1.55%-4.3pp | 1.83%-7.7pp | 7.63%-13.5pp |
| Employer contribution / active EE | $506 | $1,832-72.4% | $4,157-87.8% | $2,381-78.8% |
| Participant deferral / active EE | $4,037 | $3,448+17.1% | $5,277-23.5% | $3,470+16.4% |
| Admin fee / account holder | $0 | $4,174-100.0% | $9,110-100.0% | $4,887-100.0% |